1) Schedule a meeting using the convictionwealthmanagementllc.com link

2) Discovery meeting/data collecting phase: You have a conversation in person or over zoom with an advisor regarding your current personal and financial situation as well as any goals you have for the short and long run.

3) Development of Financial Planning Recommendations: Your advisor will then analyze your current course of action and any potential alternative courses of action to formulate a comprehensive financial plan using the data collected coupled in conjunction with any statements or documents that you have provided.

4) Presentation of Findings Meeting: Your advisor will schedule another meeting either in person or over zoom in order to present their findings and make any recommendations they may have developed.

5) Implementation of Recommendations: Your advisor will develop an action plan and will work in tandem with you to implement any recommendations they have made and you accept.

6) Monitor and Update: Your advisor will monitor and update your plan with any changes throughout the year/going forward while maintaining an open line of communication with you, the client.

1) Schedule: an Introductory meeting using the convicitionwealthmanagementllc.com link

2) Fact-finding/Risk Tolerance Meeting: An advisor will meet with you in person or over Zoom in order to discuss your financial goals as well as your risk tolerance in order to determine an optimal portfolio allocation.

3) Development of Allocation Recommendations: Your advisor will take a period of time to review any notes from the previous meeting and develop an allocation he or she feels is optimal for you.

4) Presentation of Findings Meeting: Your advisor will schedule another meeting either in person or over zoom in order to present their findings and make any recommendations they have developed.

4) Implementation of Recommendations: Should you decide to implement our recommendations your advisor will then work with you to develop an action plan and then carry out any action items required.

5) Monitor and Update: Your advisor will monitor and update any of the recommendations you have implemented throughout the year while maintaining an open line of communication with you, the client.